OneDigital Health and Benefits Acquires Beneflex Insurance Services

Health and Benefits, the nation’s largest employee benefits-only
company, has acquired Beneflex Insurance Services in Santa Barbara,
California. Managing Principal Dan Cattaneo, Vice President, Operations
Suzanne Robertson, and Principal Lesa Caputo will continue providing a
comprehensive selection of employee health and welfare benefit plans as
well as expertise in compliance, innovation cost control solutions and
human resources support.

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Left to Right: Principal Lesa Caputo; Vice President, Operations Suzanne Robertson; and President, CEO, Principal Dan Cattaneo (Photo: Business Wire)

Beneflex Insurance Services works with clients across a range of
industries to provide superior quality in focused areas of expertise.
Beneflex’s innovative approaches to plan designs help them deliver
consistent and eminent services, and their esteemed team was recently
awarded “Best Places to Work” in 2018, by Pacific Coast Business Times.
By joining OneDigital, Beneflex Insurance Services’ clients will now
have access to compliance support including ERISA Counsel, enhanced
claim analysis, and actuarial services and technology.

“Beneflex is one of the leading employee benefits consulting firms in
the Central Coast region. For 15 years, they have delivered unmatched
expertise and innovative solutions for mid-sized employers. The Beneflex
leadership team has fostered an intentional culture to ensure their team
of benefits experts consistently delivers creative strategies, personal
service and peace of mind to their clients. Beneflex is the right
partner to expand our market reach in the Central Coast and further
enhance our culture and reputation,” says Chris Thurin, Regional
Managing Principal of OneDigital Southern California. “I proudly welcome
Dan Cattaneo, Suzanne Robertson and Lesa Caputo to our leadership team
and we look forward to supporting their continued growth and success.”

“First and foremost, their culture of ‘people first’ aligned perfectly
with ours. Their products, tools, services and people made our decision
easy. They are laser-focused on delivering best in class employee
benefits platforms,” says Dan Cattaneo, new Managing Principal and
Benefits Advisor of OneDigital Santa Barbara. “They are not distracted
by offering multiple insurance disciplines which allows them to deliver
world-class solutions in the employee benefits arena. We are very
excited to partner with such a progressive, thoughtful employee benefits
only organization, and we look forward to introducing new and exciting
services to our clients and community.”

About OneDigital Health and Benefits

Health and Benefits, the nation’s largest company focused
exclusively on employee benefits, combines people and technology to
power your people with exceptional benefits and HR. Serving companies of
all sizes, OneDigital offers employers a sophisticated combination of
strategic benefit advisory services, analytics, compliance support,
human resources management tools and comprehensive insurance offerings.
Headquartered in Atlanta, OneDigital has over 1,300 employees throughout
the country, serves 38,000 clients and manages nearly $4.5 billion in
premiums. OneDigital has been named to the Inc.
5000 List of America’s fastest-growing companies every year since
the honor’s inception in 2007. Currently listed as 13th
in EBA’s Top 50 Brokers in the Large Employer Group, OneDigital’s
experience offers a fresh thinking and strategic perspective that will
improve all aspects of plan design and performance.

About Beneflex Insurance Services

Beneflex Insurance Services is an employee benefits agency founded in
2004 by Dan Cattaneo and located in the beautiful coastal town of Santa
Barbara, CA. The team of licensed employee benefits professionals and
compassionate, customer-care specialists are ready and waiting to assist
employers with benefits solutions. Whether groups have a payroll of 40
or 4,000, the health of a business depends on financial strength and
employee wellbeing. Beneflex Insurance Services focus on providing
custom-tailored benefits packages that protect the health of employees
and the bottom line.

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